Automations
Discussion List
- We have a Smartsheet Project Plan sheet connected to Resource Management through Control Center. We utilize the Placeholders (created in Account Settings in Resource Management) to assign tasks in the…
Why is SmartSheet contacting everyone in the contacts column even when they don't meet the criteria?
I've been working on setting up a workflow sheet for volunteers in a graduation ceremony. My columns are "job, first/last name, date/time, email, phone number." The "Email" is a contact column and the…- Hi When we select a sheet row and move/copy it to another one, we're presented with the "Include Attachments" and "Include Comments" options. On the other hand, moving/copying rows through automation …
- Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for i…
- I have about 30 different smart sheet files that each have a couple tasks assign to my team. I created a report that pulls the tasks from each sheet and lists them out. I would like to create an autom…
- My users are getting a little lost when they are sent to a sheet via an Alert or Update Request. It would help if there was a way to point them to the correct row. I know you can get to the specific r…
- I have an API that brings in new orders to a sheet called "new orders" I also have the API that brings in orders as they are shipped in a sheet called "orders shipped" I want to be able to find all th…
- I'm working on a compensation request form that follows these steps: An HR Business Partner completes the Compensation Request Smartsheet Form that then triggers an alert to our Compensation Manager. …
- Hello, I have recently built an Alteryx model to extract data from various smartsheets that I have access to. While the model does what it needs to do, the API call seems to work only on a random sele…
- When managing a PMO. is it considered a best practice to establish an individual workspace for each project? If this is advisable, is there a method for setting up an automated recurring backup for al…
